Building Custom Metrics

Build a formula combining two or more metrics — conversion rate, cost per lead, ROAS — directly in your dashboard.

Create a custom metric

1. Add Widget, choose Custom Metrics.
2. Build from scratch or clone an existing one.
3. Name and describe it.
4. Build a formula combining up to four metrics with math operators.
5. Set the date property for each metric.
6. Choose display format — integer, decimal, percentage, currency.
7. Choose whether increase or decrease is positive.
8. Save.

Filtering individual metrics within a formula

Filter each metric token separately — click a token to open its filter settings.

Data sources

Combine CRM data with connected ad platforms (Meta Ads, Google Analytics) in the same formula — e.g. cost-per-opportunity or a blended win rate.